According to the GuruFocus All-In-One Screener, the following insurance stocks are popular among guru investors.
Twenty gurus have positions in American International Group Inc. (AIG, Financial). The company, which provides several insurance services, has a market cap of $46.47 billion. Its revenue of $49 billion has increased 3.6% over a five-year period.
The stock is trading with a price-book ratio of 0.76. The current price of $52.3 is 20.17% below its 52-week high and 5.57% above its 52-week low. Over the last five years, it has returned a gain of 9%.
During the second quarter, Richard Pzena (Trades, Portfolio), Charles Brandes (Trades, Portfolio) and Arnold Schneider (Trades, Portfolio) increased their positions in the company.
Twelve gurus have positions in XL Group Ltd. (XL, Financial). The provider of insurance and reinsurance services has a market cap of $14.59 billion. Its revenue of $11.1 billion has grown 13.7% over the last five years.
The stock is trading with a price-book ratio of 1.51. The current price of $56.36 is 0.29% below its 52-week high and 66.83% above its 52-week low. Over the last five years, it has returned a gain of 82%.
During the second quarter, Leucadia National (Trades, Portfolio) started a new position in the company.
Twelve gurus are invested in MetLife Inc. (MET, Financial). The largest life insurer in the U.S. has a market cap of $44.2 billion. Its revenue of $62 billion has decreased 2.7% over the last five years.
The stock is trading with a price-book ratio of 0.83. The current price of $44.43 is 20.53% below its 52-week high and 3.11% above its 52-week low. Over a five-year period, the stock price has increased by just 2%.
Pzena and the T Rowe Price Equity Income Fund (Trades, Portfolio) increased their stakes during the second quarter.
Fourteen gurus have positions in Progressive Corp. (PGR, Financial). The insurance holding company has a market cap of $36.14 billion. Its revenue of $26.8 billion has increased 10.2% per annum over the last five years.
The stock is trading with a price-book ratio of 3.45. The current price of $61.96 is 4.34% below its 52-week high and 42.14% above its 52-week low. Over the last five years, the stock price has climbed 141%.
In the second quarter, Tom Gayner (Trades, Portfolio) increased his position in the company while John Rogers (Trades, Portfolio) and Ken Fisher (Trades, Portfolio) reduced their stakes.
Twelve gurus are invested in Chubb Ltd. (CB, Financial). The company provides commercial and casualty insurance, reinsurance and life insurance. It has a market cap of $62.53 billion. Its revenue of $32.4 billion has increased 5.7% over a five-year period.
The stock is trading with a price-book ratio of 1.24. The current price of $135 is 14.30% below its 52-week high and 8.89% above its 52-week low. Over the last five years, the stock price has increased 49%.
Pzena exited his position during the second quarter, while Chris Davis (Trades, Portfolio) and the T Rowe Price Equity Income Fund increased their holdings.Â
Ten gurus have positions in Prudential Financial Inc. (PRU, Financial). The company, which offers retirement plan services, annuities and life insurance, has a market cap of $40.22 billion. Its revenue of $59.6 billion has declined 0.5% over the last five years.
The stock is trading with a price-book ratio of 0.84. The current price of $96.46 is 24.13% below its 52-week high and 4.79% above its 52-week low. Over the last five years, it has returned a gain of 20%.
Ken Heebner (Trades, Portfolio)’s Capital Growth Management boosted its stake by 3,366.67% in the second quarter, with an impact of 2.32% on the portfolio.
Disclosure: I do not own any stocks mentioned in this article.
